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Burlington

514 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

68% more call options, than puts

Call options by funds: $665M | Put options by funds: $397M

22% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 170

9% more funds holding

Funds holding: 470514 (+44)

1% more capital invested

Capital invested by funds: $15.5B → $15.6B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.72% less ownership

Funds ownership: 103.59%101.87% (-1.7%)

Holders
514
Holders Change
+44
Holders Change %
+9.36%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
91
Increased
207
Reduced
170
Closed
41
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$1.2K -$206 -1 -17%
TPCW
502
TD Private Client Wealth
New York
$1.2K
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2K +$1.03K +5 New
BEI
504
Benjamin Edwards Inc
Missouri
$1K +$823 +4 New
AW
505
Avion Wealth
Texas
$1K +$1.24K +6 New
CPG
506
Cornerstone Planning Group
New Jersey
$738 +$617 +3 New
A
507
AlphaQuest
New York
$720 -$412 -2 -40%
VWA
508
Valued Wealth Advisors
Utah
$720 +$206 +1 +50%
CFO
509
CVA Family Office
Colorado
$720 +$617 +3 New
BF
510
BOK Financial
Oklahoma
$480 -$1.65K -8 -80%
CFGS
511
Concourse Financial Group Securities
Alabama
$480
MCM
512
Manchester Capital Management
Vermont
$480
QL
513
Quarry LP
New York
$240 -$10.9K -53 -98%
HIA
514
Harbor Investment Advisory
Maryland
$240 +$206 +1 New
DWM
515
Dogwood Wealth Management
Kansas
$2
Coatue Management
516
Coatue Management
New York
-$187M -805,892 Closed
SC
517
Samlyn Capital
New York
-$70.4M -303,260 Closed
DKCM
518
Davidson Kempner Capital Management
New York
-$29M -125,000 Closed
AIG
519
American International Group
New York
-$19.8M -85,190 Closed
TPSF
520
Texas Permanent School Fund
Texas
-$13M -55,960 Closed
TI
521
Trexquant Investment
Connecticut
-$7.83M -33,737 Closed
ACM
522
Arvin Capital Management
Texas
-$7.63M -32,858 Closed
LIP
523
Lighthouse Investment Partners
Florida
-$5.8M -25,000 Closed
Rockefeller Capital Management
524
Rockefeller Capital Management
New York
-$4.9M -21,096 Closed
IMPI
525
Ilmarinen Mutual Pension Insurance
Finland
-$4.64M -20,000 Closed

BURL Hedge Fund Activity: Q2 2024 in Review

514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2024, worth a combined $15.6B — up 0.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 41 closed out — a net gain of 50 holders — while 207 added to existing stakes and 170 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $164M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $299M.

  • 514 institutional investors held Burlington (BURL) as of Q2 2024, up from 470 in Q1 2024.
  • Funds reported $15.6B of Burlington stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q2 2024 and 41 closed out, a net change of +50 holders.
  • The largest Burlington buyer in Q2 2024 was SRS Investment Management, an estimated $164M added.
  • The largest Burlington seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2024.